Investor Guides
Dynamic Asset Allocation
How AZ Sestante actively manages your model portfolio’s exposure to growth and defensive assets, using the Black-Litterman Model to respond to changing market conditions.
Investor Guides
Portfolios & Platforms
A complete guide to which AZ Sestante model portfolios are available on each major investment platform – including HUB24, Netwealth, Macquarie Wrap, BT Panorama, CFS FirstChoice, CFS Edge, Mason Stevens and AMP North.
Investor Guides
Understanding Your Managed Account
What a managed account is, how MDA services and SMA products differ, and the five key benefits of having your portfolio professionally managed and rebalanced on your behalf.